Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IJH vs XLF: how they differ
IJH and XLF hold 0% of their weight in the same names, and IJH returned more over the year.
iShares Core S&P Mid-Cap ETF and State Street(R) Financial Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IJH and XLF hold 0% of their money in the same securities at the same weight.
| Only in IJH | Only in XLF |
|---|---|
| TWILIO CLASS A 1.00% | JPMORGAN CHASE + CO 11.81% |
| ILLUMINA INC 0.87% | BERKSHIRE HATHAWAY INC CL B 11.59% |
| TECHNIPFMC PLC 0.86% | VISA INC CLASS A SHARES 7.60% |
| EVERPURE INC CLASS A 0.85% | MASTERCARD INC A 5.69% |
| OKTA CLASS A 0.82% | BANK OF AMERICA CORP 5.09% |
| ATI 0.78% | GOLDMAN SACHS GROUP INC 3.75% |
| NVENT ELECTRIC PLC 0.72% | WELLS FARGO + CO 3.41% |
| TENET HEALTHCARE CORP 0.65% | MORGAN STANLEY 3.18% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.
| IJH iShares Core S&P Mid-Cap ETF | XLF State Street(R) Financial Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | S&P MidCap 400 | Financials |
| Total return, 1 year | +13.4% | +7.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −4.1 pts | −9.9 pts |
| Expense ratio | 0.05% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 405 | 79 |
IJH in plain words
IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 405 positions, with the top ten at 7.8%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.
XLF in plain words
XLF is an index equity fund tracking the Financials. Over the year to Sep 11, 2026 it returned +7.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 79 positions, with the top ten at 57.3%.
Questions people ask
- Which returned more over the last year, IJH or XLF?
- In the year to Sep 13, 2026, with distributions reinvested, IJH returned +13.4% and XLF returned +7.6%, so IJH returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJH or XLF?
- IJH charges 0.05% a year and XLF charges 0.08%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do IJH and XLF overlap with the S&P 500?
- By their latest filed holdings, 0% of IJH and 100% of XLF by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IJH against XLF, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijh-vs-xlf Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources